Retirement Planning Checklist
Use this retirement planning checklist to organize your retirement planning efforts.
| Retirement Planning Checklist |
| How Much Money Will You Need? |
 Add Up Your Costs |
| Determine Your Length of Retirement |
| Factor in Inflation |
| Where Does Retirement Income Come From? |
| Social security |
| Defined contribution, pre-tax company plans (401(k), 403(b), 457s, etc.) |
| Continued employment |
| Personal savings and investments |
| Retirement Planning Strategy |
| Defined contribution plan |
| Self-employed plans (Keoghs, SEP IRAs, SIMPLE IRAs) |
| Traditional/Roth IRA |
| Stocks/Bonds |
| Mutual Funds |
| How Much Time Do You Have to Save It? |
| In Your 20s: Be aggressive |
| In Your 30s-40s: Be aggressive but balance fiscal responsibilities |
| In Your 50s and beyond: Be more conservative and ensure your savings will last |
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